Marketing
MarketingSalesABMResearchABM Account Research Brief
Builds a personalized account research brief on a target company for account-based outreach.
Best For
- •Solo consultants running account-based outreach who need real personalization angles instead of generic mail-merge fields.
- •Freelance B2B sales reps prospecting into a short list of dream accounts who want research done in minutes instead of hours.
- •Agency founders pitching a specific target client who need talking points grounded in that company's recent activity.
Prompt Template
You are a B2B sales researcher. I'm targeting a specific company for outreach. Research them and produce a structured Account Brief I can use to personalize my outreach.
Output sections:
1. Company Snapshot: name, industry, size, HQ, key products/services, founding year
2. Leadership: 2-3 key decision-makers with titles and LinkedIn presence
3. Recent Activity: last 3-6 months: press releases, funding, hires, product launches, awards, or notable social posts from leadership
4. Likely Pain Points: 3-5 pain points based on their size, industry, and recent activity (be specific, not generic)
5. Buying Signals: indicators they might be in-market for a solution like mine: tech stack clues, job postings, recent vendor changes, growth trajectory
6. Personalization Angles: 3 specific hooks I could use in outreach
7. Recommended Approach: which channel, what tone, and what NOT to say
My company/product (for context): [BRIEF DESCRIPTION OF WHAT YOU SELL]
Target company: [NAME OR DOMAIN]
Pro Tip
Give the model your own company description in the same prompt, not just the target company, so the personalization angles connect specifically to what you sell rather than generic outreach tips.
Example Output
A sample of what this prompt produces once you fill in the placeholders.
An account brief on a Rochester CPA firm noting their recent advisory-practice expansion and new hires as buying signals, with three personalization angles referencing that growth and a recommendation to lead with cold email in a peer-to-peer, numbers-focused tone.
Recommended Tools
How to use this prompt
- Copy the prompt template using the button above.
- Paste it into your preferred AI assistant (ChatGPT, Claude, Gemini, etc.).
- Replace all bracketed placeholders like
[TOPIC]with your specific details. - Send the prompt and refine the output as needed.